CW
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CreativeOne Wealth’s Curtiss-Wright CW Stock Holding History

CreativeOne Wealth’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Sell
428
-118
-22% -$78.5K 0.01% 987
2025
Q4 		$301K Buy
546
+1
+0.2% +$558 0.01% 943
2025
Q3 		$296K Buy
545
+61
+13% +$30.1K 0.01% 957
2025
Q2 		$236K Buy
+484
New +$191K 0.01% 1007

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CreativeOne Wealth's CW Position: Q1 2026 in Review

CreativeOne Wealth reduced its Curtiss-Wright (CW) stake by 22% in Q1 2026, selling an estimated $78.5K and leaving 428 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #987.

CreativeOne Wealth first reported a position in CW in Q2 2025 and has held it in 4 quarters since. The position peaked at $301K in Q4 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • CreativeOne Wealth held 428 shares of Curtiss-Wright worth $292K as of Q1 2026.
  • CreativeOne Wealth sold 118 Curtiss-Wright shares in Q1 2026, an estimated $78.5K.
  • Curtiss-Wright made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #987 holding.
  • CreativeOne Wealth first reported a position in Curtiss-Wright in Q2 2025 and has held it in 4 quarters since.
  • CreativeOne Wealth's Curtiss-Wright position peaked at $301K in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.